Ridgecrest Wealth Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Ridgecrest Wealth Partners’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-8,374	Closed	-$423K	–	102
2022 Q2	$423K	Sell	8,374 -4,750	-36%	-$242K	0.31%	56
2022 Q1	$679K	Sell	13,124 -62,113	-83%	-$3.27M	0.43%	47
2021 Q4	$4.05M	Sell	75,237 -5,667	-7%	-$307K	1.97%	15
2021 Q3	$4.42M	Buy	80,904 +13,335	+20%	+$730K	2.41%	11
2021 Q2	$3.7M	Buy	67,569 +35,019	+108%	+$1.92M	2.31%	13
2021 Q1	$1.78M	Buy	+32,550	New	+$1.79M	1.7%	18

Other funds holding IGSB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ridgecrest Wealth Partners's IGSB Position: Q3 2022 in Review

Ridgecrest Wealth Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2022, closing a stake of 8,374 shares — an estimated $423K sold.

Ridgecrest Wealth Partners first reported a position in IGSB in Q1 2021 and held it in 6 quarters. The position peaked at $4.42M in Q3 2021. 870 funds tracked by Wall St. Rank hold IGSB as of Q3 2022.

Ridgecrest Wealth Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Ridgecrest Wealth Partners sold 8,374 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $423K.
Ridgecrest Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
Ridgecrest Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.42M in Q3 2021.
870 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Ridgecrest Wealth Partners's 13F filing for Q3 2022, filed 20 Oct 2022.